Original filing (PDF)20250606103352NAL0034344258001

TIDWELL PREMOCK BASILONE PRIVATE WEALTH MANAGEMENT INC.

Name: TIDWELL PREMOCK BASILONE PRIVATE WEALTH MANAGEMENT INC. — TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: TIDWELL PREMOCK BASILONE PRIVATE WEALTH MANAGEMENT INC.

Form 5500-SF

FILING_RECEIVED

TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIDWELL PREMOCK BASILONE PRIVATE WEALTH MANAGEMENT INC..

Plan sponsor

Name

TIDWELL PREMOCK BASILONE PRIVATE WEALTH MANAGEMENT INC.

EIN

82-3046652

Address

2400 E COMMERCIAL BLVD. · SUITE 820 · FORT LAUDERDALE, FL · 33308

Phone

(954) 390-2268

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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